Rob is the CEO and Chief Investment Officer of Rezco Asset Management, a position that he has held since 2004. Since then, Rezco has achieved a market-leading investment track record and won seven best fund awards in major categories.

Rob graduated from UCT with a B.Com and CTA , and won the national Financial Mail reader stock picking competition as a student before passing the Chartered Accountants Board Exam. He then worked as a portfolio manager for Momentum Life. Rob left to co-lead a private equity deal that involved purchasing the assets of a bankrupt company. As CEO, Rob grew the turnover and profits by a compound 25% per annum for 15 years. When Rob and his consortium exited in 2005, Sovereign Foods was the most profitable South African company in its industry.

Rob's lifelong fascination with markets and investing has refined investing principals that he has infused into the Rezco team, to create a culture of innovative investment thinking.

Simon worked previously in roles at Deutsche Bank (London), Cogito Capital and Discovery Invest. Simon qualified from UKZN with a B.Bus Sci (Finance Honours), and holds the CFA and CIPM designations.

Simon, as Head of Research, has a keen interest in how to incorporate new technologies with behavioural finance and traditional investing to build a highly focused, alpha generating research capacity at Rezco. As Co-Portfolio Manager, Simon works closely with Rob in order to generate exceptional risk-adjusted returns for Rezco’s clients. Simon has filled these roles at Rezco since the end of 2017.

Ron joined Rezco in 2004, after returning from the USA where he completed his MBA. He serves as Operations Director of Rezco. Ron is highly experienced in all facets of Rezco Asset Management.

Brian joined Rezco Asset Management in 2011 as an equity analyst. Prior to joining Rezco, he worked at Goldman Sachs, in London, as a Natural Resources Mergers and Acquisitions analyst before returning to South Africa in 2010. In 2012 he took up the responsibility of heading up distribution for Rezco. In 2015 he was made a Director of Rezco and is now responsible for all distribution aspects at Rezco.

Former senior investment consultant at Old Mutual Actuaries and Consultants and a qualified Actuary with 16 years industry experience. Jan has an B.Sc Honours in Actuarial Science degree and has also completed Computer Science studies at the University of Stellenbosch. In his spare time he runs an instrumental music duo Tonik and enjoys spending time with his wife and two sons.

Rob has a long-term fascination with investment markets. As a student at UCT, Rob won the national Financial Mail reader stock picking competition. He graduated with a B.Com and CTA before passing the Chartered Accountants’ Board Exam. Rob then worked as a portfolio manager for Momentum Asset Management. In his last year, the unit trust he managed was rated number one in its sector.

Rob left Momentum in 1991 to lead a private equity deal. In 2006, after growing the turnover and profits by 25% per annum for 15 years, and listing the company as Sovereign Foods, Rob decided to return to asset management and sold the business to institutional investors. At that stage, Sovereign Foods was the most profitable company in its industry.

Rob then joined Wally Gray at Rezco with the objective of establishing a consistently high performing unit trust company. The first fund, the Rezco Value Trend Fund, was registered in 2004 and has won numerous best fund awards over that time.

Takura has 6 years’ experience in the investment banking industry where he worked on a number of large transactions in the South African equity market. Prior to joining Rezco, Takura was an associate and team leader at Goldman Sachs in South Africa, working on their deal team in the M&A/Corporate Advisory division within the investment bank. Takura qualified from UCT with an Honours degree in Financial Analysis and Portfolio Management (FAPM) and was included on the Deans Merit List. Takura is also a CFA charterholder.

Muofhe graduated from Stellenbosch University with a B.Com Financial Analysis Honours degree. He is currently a CFA Level II candidate.

Raven joined Rezco in mid 2019. She graduated from UCT with a B.Sc (Physics & Astrophysics) and has since had a large variety of work experience, most relevantly, from Oracle and Xceptor. Raven has developed an interest in elegant, efficient and scalable data engineering and has been working on just that at Rezco.

Simon worked previously in roles at Deutsche Bank (London), Cogito Capital and Discovery Invest. Simon qualified from UKZN with a B.Bus Sci (Finance Honours), and holds the CFA and CIPM designations.

Simon, as Head of Research, has a keen interest in how to incorporate new technologies with behavioural finance and traditional investing to build a highly focused, alpha generating research capacity at Rezco. As Co-Portfolio Manager, Simon works closely with Rob in order to generate exceptional risk-adjusted returns for Rezco’s clients. Simon has filled these roles at Rezco since the end of 2017.

A CFA charterholder, Diana is working towards the CGMA Designation and contributes her independent thinking and insight to the Rezco team. She studied management accounting at the Chartered Institute of Management Accountants, and was awarded a Postgraduate Diploma in Financial Markets from the University of Johannesburg.

* Affiliated company - Rezco A.L.I.S. USA

James Spanjaard is an MBA graduate of Harvard Business School. Prior to HBS , James was a consultant at the Boston Consulting Group (BCG) in Johannesburg and Munich. At BCG James was selected from a worldwide pool of candidates as one of ten ambassadors to BCG’s internal think-tank, the BCG Henderson Institute. As an ambassador to the Henderson Institute, James helped found BCG’s worldwide AI Initiative. James is passionate about philanthropy and dedicates a portion of his personal time to consulting for two South African non-profits serving local communities through education and job skills training. He has a B.Sc in Applied Economics and Management from Cornell University where he was one of two members of his graduating class to receive the prestigious SUNY Chancellor’s Award recognizing student excellence in academics, leadership and service.

Johann graduated from Nelson Mandela University with a B.Sc in Mathematics. As Head of Dealing he is responsible for all trade related compliance and execution, as well as management of research provider relationships. Johann is passionate about leveraging technology and relationships to ensure the best outcomes for our investors

Former senior investment consultant at Old Mutual Actuaries and Consultants and a qualified Actuary with 16 years industry experience. Jan has an B.Sc Honours in Actuarial Science degree and has also completed Computer Science studies at the University of Stellenbosch. In his spare time he runs an instrumental music duo Tonik and enjoys spending time with his wife and two sons.

Gari graduated from UCT with an honours degree in Financial Analysis and Portfolio Management. Gari joined Rezco after spending three years on the sell side covering South African Construction and Building Materials as well as Africa (ex-South Africa).

Nicholas qualified from Stellenbosch University (SU) with a Bachelor of Engineering (Cum Laude) in Chemical Engineering. He more recently obtained a Ph.D qualification (Chemical Engineering) from SU, the results of which have led to several peer-reviewed international journal publications. These research contributions earned him the nomination as the best Ph.D graduate for the 2019 year in the Department of Process Engineering at SU.

George has a B. Com (Hons) in Actuarial Science from the University of Stellenbosch, and is expected to graduate with a M. Com in Mathematical Statistics from SU in March 2020. During his master’s degree, George participated in an exchange programme at the University of Amsterdam focusing on advanced statistics and machine learning. George will continue to pursue studies towards becoming a qualified actuary.

John spent 5 years as Group Head of Commodities Research at Anglo American in London and Johannesburg. He spent six years at McKinsey in London and Johannesburg prior to moving to Anglo American. John has a both an Undergraduate and Masters Engineering Degree from Cambridge University, where he graduated top of his class on both occasions. He followed this up with an MBA from London Business School.

Chris joined Rezco after graduating with a B.Com Financial Analysis Honours degree from Stellenbosch University. He was one of the top academic achievers in his final year of study and was placed on the Dean's Merit List for five final year subjects. He is currently a CFA Level III candidate.

Nic earned his B.Sc (Hons) in Advanced Mathematics of Finance (Cum Laude) from Wits University, graduating as the top student in his class and receiving the award for the best honours project. Nic then went on to complete his M.Sc in Advanced Analytics (Cum Laude) at UCT, covering various courses in statistics and data science, while his research focused on the development, and in-depth statistical analysis, of a quantitative trading algorithm.

Kerri-Anne completed her B.Com. Accounting and Post Graduate Diploma in Accountancy at Nelson Mandela University. She serves as Fund Accountant and heads up Rezco's internal Fund Pricing Team.

Quintin studied at Nelson Mandela University where he received a B.Com and B.Com (Hons) in Accounting. He completed his articles at Deloitte in 2016, and went on to work at Deloitte in Canada before returning to South Africa where he joined the Rezco team as Group Accountant. Quintin is currently studying MBA at the University of Stellenbosch Business School.

Chantal completed a B.Com. General Accounting degree in 2012 from Nelson Mandela University and serves as the Fund Accountant for the Rezco team.

Alex finished his B.Com, majoring in finance and accounting, in 2019. He joined the fund administration team to work on both FA and TA duties.

Eridene joined Rezco after working in the customer service industry for several years. She studied Accounting at Nelson Mandela University, and serves as the Operations Administrator at Rezco.

Casey is employed at Rezco as the Trade Desk Assistant. She graduated from Nelson Mandela University with her B.Com Economics & Statistics (Cum Laude) and B.Com Honours Economics (Cum Laude).

Mignon Hauman holds an LL.B (UFS) and an LL.M (UFS, cum laude). She is an admitted attorney of the High Court of South Africa. Mignon joined Rezco in May 2016. She assists Management with the development and implementation of the company's compliance framework and attends to all legal and compliance related matters.

Jacques has 13 years’ experience in the financial services industry, having been a financial advisor for 8 years before joining Rezco in 2015 as an Investment Specialist. He is a Certified Financial Planner® with an Advanced Diploma in Financial Planning as well as a B.Com (Hons) degree in Portfolio Management and Financial Economics.

Ross joined the investment industry in 2015, where he worked as a para-planner at a large Wealth Management firm in KZN. He started his journey with Rezco in 2017, where he is responsible for servicing our clients and prospects within the KZN region. Ross holds a B.Com (Hons) degree in Business Management and is a Chartered Alternative Investment Analyst through the CAIA Association.

Henk has more than a decade's experience as a financial advisor and as such, understands the dynamic between investors and their advisors. Prior to joining Rezco, Henk worked as a financial advisor for 10 years, of which the last 5 years were General Manager of this 40-advisor firm. It is for this reason he can relate to the challenges and provide solutions to Financial Advisors in the Pretoria, Limpopo and Mpumalanga regions. Henk holds a B.Com in Marketing Management from the University of Pretoria, a B.Com Honours in Financial Planning from the University of Johannesburg, a certificate in Wealth Management and has completed certificate courses in Financial and Investment Analysis, and Equity Valuation. He is also a certificate holder in Investment Foundations from the CFA Institute and a Certified Financial Planner® professional with the Financial Planning Institute of Southern Africa.

Dale joined Rezco in 2015, after working as a para-planner. He completed his BCom Rationum (Law) (Cum Laude) and Post-Graduate Diploma in Financial Planning (Cum Laude) at NMMU. Thereafter, he studied an Advanced Post-Graduate Diploma in Financial Planning specialising in estate planning and risk management (Cum Laude) at UFS. He is a CFP® professional. Dale works in the Client Relationships team at Rezco and is a Distribution Analyst.

Wally has worked in the investment industry all his life, and established Rezco in 1981 after years in the investment division at a large mining resource company, then as the investment manager at Nedbank, and executive director of investments at Sage Holdings. Wally took on the role of non-executive chairman in 2018 after decades at the helm of Rezco.

Leon contributes a wealth of experience as non-executive director. His past titles include Financial Director of the Sage Group and Chairman of the Audit Committee, and he is currently a Project Director of SAICA’s Special Projects with the Departments of Education and Health.

As well as acting as non-executive director for Rezco, Bernie holds the same position at Redefine SA and UK. He is a past Executive Director of the Sage group, and a Managing Director of Sage Unit Trusts. Bernie also served on the CIS Advisory Committee appointed by the Minister of Finance.